Sean Kelleher (CFP®, EA)
Sean Kelleher focuses in the
following client markets or areas of practice:
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
Planning Specialties
Our firm specializes in working with individuals and families to improve their long-term financial success through independent, objective financial advice. We provide financial planning and investment management services designed to help clients manage, grow and protect their wealth. In addtion to these services, we also have expertise in tax preparation and planning.
Additional Information
Sean Kelleher is a co-founder and principal of Riverchase Financial Planning, LLC in Lewisville, Texas. He is a CFP® professional and an Enrolled Agent (EA) with over 13 years of experience in the financial services industry.
Prior to establishing Riverchase, Sean spent the majority of his career supporting tax and accounting professionals in integrating financial planning into their practices. The support he provided included marketing, client case analysis and the development of financial plans. Working with tax professionals, Sean realized the importance of tax knowledge in the financial planning process. This motivated him to gain more knowledge of tax regulations, and in 2005 he earned the Enrolled Agent (EA) designation with the IRS.
Sean is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the National Association of Tax Preparers (NATP).
Sean resides in Highland Village, Texas with his wife and two daughters. He enjoys golf, motorsports, travelling and hiking.
NAPFA Start Date
June 27, 2011
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